Page 139 - TACC 2025 Program

Investment Bankers Serving the Lower Middle Market

Telos Capital Advisors, LLC, is a FINRA licensed investment banking firm serving the lower
middle market. With our years of experience investing in and operating businesses, we
provide potential buyers and lenders greater detail and insight into the clients we represent.
Transactions have to work for both sides to be successful.
Our Mandates This requires understanding investors’ and creditors’ needs

Sell-Side and Capital Raises of $10 million and above
Mergers & Acquisitions and goals, just like we understand our clients’.
Sell-side
Represent owners seeking to sell all or part of their
business and retire completely or remain active, or
companies selling part of their operations

Capital Markets

Debt capital raises
All forms of institutional debt for acquisitions,
dividend recapitalizations or growth

Equity capital raises
Common and preferred equity capital, in
combination with debt or standalone, from
institutional investors, private equity, and other
capital providers
Restructuring
Negotiate with lenders and investors, obtain new
capital, and maximize value in times of distress

Robert Rough Bernard V. Carrico, Jr.
Founder & Managing Director Founder & Managing Director
[email protected] [email protected]
214.473.4714 817.929.4207 2023 Axial Top 2023 D Magazine,
100 Advisors Investment Banker
Industry Experience Nationwide of the Year(Robert Rough)

Consumer Manufacturing Business Healthcare & Industrials &
Products & Distribution Services Health Services Energy

food & beverage construction, technology, billings, claims, chemical, oil field
(CPG), retail, value-added hospitality, devices, medical services, extrusion,
education, services, furniture, logistics technology, industrial
franchises, B2C bottling services manufacturing
services

www.teloscap.com
Securities issued by DCF-LLC, Member FINRA, SIPC